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SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameSALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN
Plan identification number 004

SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

SALEM ACADEMY AND COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:SALEM ACADEMY AND COLLEGE
Employer identification number (EIN):560530005
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042021-01-01
0042020-01-01DAVID BROWNING2021-10-14
0042019-01-01
0042018-01-01
0042017-01-01ANTHONY SLATER
0042016-01-01JENNIFER R. LYNCH JEREMY SHREVE2017-08-01
0042015-01-01JENNIFER R. LYNCH DEREK BRYAN2016-07-07
0042014-01-01VICKI SHEPPARD DEREK BRYAN2015-07-27
0042013-01-01VICKI SHEPPARD DEREK BRYAN2014-07-23
0042012-01-01VICKI SHEPPARD DEREK BRYAN2013-07-18
0042011-01-01VICKI SHEPPARD DEREK BRYAN2012-06-22
0042010-01-01VICKI SHEPPARD DEREK BRYAN2011-05-25
0042009-01-01VICKI SHEPPARD DEREK BRYAN2010-10-13

Plan Statistics for SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01226
Total number of active participants reported on line 7a of the Form 55002022-01-0190
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01152
Total of all active and inactive participants2022-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01242
Number of participants with account balances2022-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01238
Total number of active participants reported on line 7a of the Form 55002021-01-0176
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01150
Total of all active and inactive participants2021-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01226
Number of participants with account balances2021-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01244
Total number of active participants reported on line 7a of the Form 55002020-01-0192
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01146
Total of all active and inactive participants2020-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01238
Number of participants with account balances2020-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01393
Total number of active participants reported on line 7a of the Form 55002019-01-01110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01134
Total of all active and inactive participants2019-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01244
Number of participants with account balances2019-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01242
Total number of active participants reported on line 7a of the Form 55002018-01-01266
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01127
Total of all active and inactive participants2018-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01393
Number of participants with account balances2018-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01220
Total number of active participants reported on line 7a of the Form 55002017-01-01130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01112
Total of all active and inactive participants2017-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01242
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01111
Total of all active and inactive participants2016-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01220
Number of participants with account balances2016-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01200
Total number of active participants reported on line 7a of the Form 55002015-01-0191
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01111
Total of all active and inactive participants2015-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01202
Number of participants with account balances2015-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01204
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01114
Total of all active and inactive participants2014-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01200
Number of participants with account balances2014-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01250
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01119
Total of all active and inactive participants2013-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01238
Number of participants with account balances2013-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01250
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01122
Total of all active and inactive participants2012-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01250
Number of participants with account balances2012-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01260
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01119
Total of all active and inactive participants2011-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01250
Number of participants with account balances2011-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01257
Total number of active participants reported on line 7a of the Form 55002010-01-0166
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01194
Total of all active and inactive participants2010-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01260
Number of participants with account balances2010-01-01207
2009: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01261
Total number of active participants reported on line 7a of the Form 55002009-01-01208
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01257
Number of participants with account balances2009-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-646,067
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$621,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$606,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$338,929
Value of total assets at end of year2022-12-31$7,133,460
Value of total assets at beginning of year2022-12-31$8,401,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,956
Total interest from all sources2022-12-31$267,870
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$332,789
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,140
Other income not declared elsewhere2022-12-31$693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,267,925
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,133,460
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,401,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,058,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,219,710
Value of interest in pooled separate accounts at end of year2022-12-31$134,938
Value of interest in pooled separate accounts at beginning of year2022-12-31$126,662
Interest on participant loans2022-12-31$74,600
Interest earned on other investments2022-12-31$193,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,940,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,055,013
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$95,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,263,966
Net investment gain/loss from pooled separate accounts2022-12-31$10,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$511,203
Contract administrator fees2022-12-31$9,758
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BROWN, EDWARDS & COMPANY
Accountancy firm EIN2022-12-31540504608
2021 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,221,452
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$595,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$577,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$314,043
Value of total assets at end of year2021-12-31$8,401,385
Value of total assets at beginning of year2021-12-31$7,775,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,035
Total interest from all sources2021-12-31$66,849
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$279,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$279,457
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$314,043
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$24,209
Other income not declared elsewhere2021-12-31$845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$626,223
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,401,385
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,775,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$6,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,219,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,574,041
Value of interest in pooled separate accounts at end of year2021-12-31$126,662
Value of interest in pooled separate accounts at beginning of year2021-12-31$132,996
Interest earned on other investments2021-12-31$66,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,055,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,043,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$539,917
Net investment gain/loss from pooled separate accounts2021-12-31$20,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$577,194
Contract administrator fees2021-12-31$11,074
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BROWN, EDWARDS & COMPANY
Accountancy firm EIN2021-12-31540504608
2020 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,261,291
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$625,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$605,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$351,924
Value of total assets at end of year2020-12-31$7,775,162
Value of total assets at beginning of year2020-12-31$7,139,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,647
Total interest from all sources2020-12-31$70,908
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$159,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$159,554
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$351,924
Participant contributions at end of year2020-12-31$24,209
Participant contributions at beginning of year2020-12-31$37,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$636,027
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,775,162
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,139,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$9,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,574,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,030,446
Value of interest in pooled separate accounts at end of year2020-12-31$132,996
Value of interest in pooled separate accounts at beginning of year2020-12-31$139,767
Interest earned on other investments2020-12-31$70,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,043,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,931,100
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$680,293
Net investment gain/loss from pooled separate accounts2020-12-31$-1,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$601,122
Contract administrator fees2020-12-31$9,783
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2020-12-31540504608
2019 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,379,266
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$518,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$496,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$369,029
Value of total assets at end of year2019-12-31$7,139,135
Value of total assets at beginning of year2019-12-31$6,278,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,711
Total interest from all sources2019-12-31$69,732
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$110,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$110,330
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$369,029
Participant contributions at end of year2019-12-31$37,822
Participant contributions at beginning of year2019-12-31$28,554
Other income not declared elsewhere2019-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$860,571
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,139,135
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,278,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,030,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,129,544
Value of interest in pooled separate accounts at end of year2019-12-31$139,767
Value of interest in pooled separate accounts at beginning of year2019-12-31$155,632
Interest earned on other investments2019-12-31$69,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,931,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,964,834
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$18,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$822,046
Net investment gain/loss from pooled separate accounts2019-12-31$8,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$478,008
Contract administrator fees2019-12-31$10,271
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$202,712
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$864,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$843,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$468,424
Value of total assets at end of year2018-12-31$6,278,564
Value of total assets at beginning of year2018-12-31$6,940,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,413
Total interest from all sources2018-12-31$73,202
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$135,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$135,602
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$462,874
Participant contributions at end of year2018-12-31$28,554
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-662,023
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,278,564
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,940,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,129,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,790,155
Value of interest in pooled separate accounts at end of year2018-12-31$155,632
Value of interest in pooled separate accounts at beginning of year2018-12-31$148,040
Interest earned on other investments2018-12-31$73,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,964,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,002,392
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$19,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-482,361
Net investment gain/loss from pooled separate accounts2018-12-31$7,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$823,337
Contract administrator fees2018-12-31$6,674
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,132,283
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$436,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$414,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$333,198
Value of total assets at end of year2017-12-31$6,940,587
Value of total assets at beginning of year2017-12-31$6,245,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,265
Total interest from all sources2017-12-31$73,255
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$88,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$88,075
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$291,550
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,875
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$41,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$695,320
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,940,587
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,245,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$13,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,790,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,963,523
Value of interest in pooled separate accounts at end of year2017-12-31$148,040
Value of interest in pooled separate accounts at beginning of year2017-12-31$141,749
Interest earned on other investments2017-12-31$73,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,002,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,135,120
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$24,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$631,498
Net investment gain/loss from pooled separate accounts2017-12-31$6,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$390,122
Contract administrator fees2017-12-31$8,773
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$636,318
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$300,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$283,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$271,917
Value of total assets at end of year2016-12-31$6,245,267
Value of total assets at beginning of year2016-12-31$5,909,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,458
Total interest from all sources2016-12-31$83,854
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$54,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$54,379
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$271,917
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$18,020
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,875
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$335,465
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,245,267
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,909,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,963,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,576,466
Value of interest in pooled separate accounts at end of year2016-12-31$141,749
Value of interest in pooled separate accounts at beginning of year2016-12-31$146,391
Interest earned on other investments2016-12-31$83,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,135,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,159,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$218,787
Net investment gain/loss from pooled separate accounts2016-12-31$7,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$283,395
Contract administrator fees2016-12-31$5,147
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH LEONARD PLLC
Accountancy firm EIN2016-12-31205907591
2015 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$324,662
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$705,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$694,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$240,971
Value of total assets at end of year2015-12-31$5,909,802
Value of total assets at beginning of year2015-12-31$6,290,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,487
Total interest from all sources2015-12-31$84,325
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$29,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$29,199
Administrative expenses professional fees incurred2015-12-31$375
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$229,450
Participant contributions at end of year2015-12-31$18,020
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,560
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,853
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-381,096
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,909,802
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,290,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$11,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,576,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,724,533
Value of interest in pooled separate accounts at end of year2015-12-31$146,391
Value of interest in pooled separate accounts at beginning of year2015-12-31$172,353
Interest earned on other investments2015-12-31$84,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,159,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,386,159
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$286,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-42,646
Net investment gain/loss from pooled separate accounts2015-12-31$12,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$408,055
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH LEONARD PLLC
Accountancy firm EIN2015-12-31205907591
2014 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$604,388
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$387,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$378,230
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$256,769
Value of total assets at end of year2014-12-31$6,290,898
Value of total assets at beginning of year2014-12-31$6,073,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,920
Total interest from all sources2014-12-31$89,322
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$25,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$25,459
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$240,324
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$22,105
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,853
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,483
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,445
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$217,238
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,290,898
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,073,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,724,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,460,675
Value of interest in pooled separate accounts at end of year2014-12-31$172,353
Value of interest in pooled separate accounts at beginning of year2014-12-31$186,698
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$89,322
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,386,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,396,699
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$20,207
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$212,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$378,230
Contract administrator fees2014-12-31$103
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH LEONARD PLLC
Accountancy firm EIN2014-12-31205907591
2013 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,247,839
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$643,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$637,928
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$523,904
Value of total assets at end of year2013-12-31$6,073,660
Value of total assets at beginning of year2013-12-31$5,469,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,377
Total interest from all sources2013-12-31$82,279
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$26,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$26,499
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$232,707
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$22,105
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,483
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$6,195
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$291,197
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$604,534
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,073,660
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,469,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,460,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,094,478
Value of interest in pooled separate accounts at end of year2013-12-31$186,698
Value of interest in pooled separate accounts at beginning of year2013-12-31$191,473
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$82,279
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,396,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,176,980
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$30,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$597,578
Net investment gain/loss from pooled separate accounts2013-12-31$17,579
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$607,583
Contract administrator fees2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH LEONARD PLLC
Accountancy firm EIN2013-12-31205907591
2012 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total income from all sources (including contributions)2012-12-31$706,157
Total of all expenses incurred2012-12-31$555,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$548,971
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$220,813
Value of total assets at end of year2012-12-31$5,469,126
Value of total assets at beginning of year2012-12-31$5,318,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,269
Total interest from all sources2012-12-31$79,206
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,648
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$219,115
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$6,195
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,081
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,698
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$150,917
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,469,126
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,318,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$6,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,094,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,785,584
Value of interest in pooled separate accounts at end of year2012-12-31$191,473
Value of interest in pooled separate accounts at beginning of year2012-12-31$308,697
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$79,206
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,176,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,219,847
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$370,570
Net investment gain/loss from pooled separate accounts2012-12-31$25,920
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$548,971
Contract administrator fees2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH LEONARD PLLC
Accountancy firm EIN2012-12-31205907591
2011 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$371,341
Total of all expenses incurred2011-12-31$399,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$392,700
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$288,610
Value of total assets at end of year2011-12-31$5,318,209
Value of total assets at beginning of year2011-12-31$5,346,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,817
Total interest from all sources2011-12-31$75,418
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,137
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$233,856
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,081
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$54,754
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$4,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-28,176
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,318,209
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,346,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$6,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,785,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,175,063
Value of interest in pooled separate accounts at end of year2011-12-31$308,697
Value of interest in pooled separate accounts at beginning of year2011-12-31$265,004
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$75,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,219,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,906,318
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-38,342
Net investment gain/loss from pooled separate accounts2011-12-31$34,437
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$392,700
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH LEONARD PLLC
Accountancy firm EIN2011-12-31205907591
2010 : SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$697,384
Total of all expenses incurred2010-12-31$145,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$139,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$239,153
Value of total assets at end of year2010-12-31$5,346,385
Value of total assets at beginning of year2010-12-31$4,794,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,767
Total interest from all sources2010-12-31$67,549
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,805
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$236,987
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$552,337
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,346,385
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,794,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,175,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,772,651
Value of interest in pooled separate accounts at end of year2010-12-31$265,004
Value of interest in pooled separate accounts at beginning of year2010-12-31$97,984
Interest earned on other investments2010-12-31$67,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,906,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,923,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$370,067
Net investment gain/loss from pooled separate accounts2010-12-31$16,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$139,280
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH LEONARD PLLC
Accountancy firm EIN2010-12-31205907591

Form 5500 Responses for SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN

2022: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500538
Policy instance 1
Insurance contract or identification number500538
Number of Individuals Covered108
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500538
Policy instance 1
Insurance contract or identification number500538
Number of Individuals Covered108
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500538
Policy instance 1
Insurance contract or identification number500538
Number of Individuals Covered156
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500538
Policy instance 1
Insurance contract or identification number500538
Number of Individuals Covered118
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500538
Policy instance 1
Insurance contract or identification number500538
Number of Individuals Covered126
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500538
Policy instance 1
Insurance contract or identification number500538
Number of Individuals Covered133
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500538
Policy instance 1
Insurance contract or identification number500538
Number of Individuals Covered168
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500538
Policy instance 1
Insurance contract or identification number500538
Number of Individuals Covered173
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104518
Policy instance 1
Insurance contract or identification number104518
Number of Individuals Covered173
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104518
Policy instance 1
Insurance contract or identification number104518
Number of Individuals Covered206
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104518
Policy instance 1
Insurance contract or identification number104518
Number of Individuals Covered204
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104518
Policy instance 1
Insurance contract or identification number104518
Number of Individuals Covered207
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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